Why is the Name Field on a Data Loaded TSF_vod Record in CRM Online Populated With an Salesforce.com (SFDC) ID?
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Updated October 27, 2017 11:23

Question:

Why is the Name field on a Data Loaded TSF_vod record populating with the SFDC ID of the record instead of the value stored in the TSF_vod.Territory_vod__c field? Conversely, when creating a TSF_vod record through the New Account Wizard, the Name field is populated with the value in the Territory_vod__c field.

Answer:

This is working as designed. Veeva does not have a trigger in place to update the Name field on a TSF_vod record. If TSF_vod records are being Data Loaded, it is imperative to map the Name field to the column which holds the territory_vod__c in the .csv file before performing the Data Load. If this is not done, the Name field is populated with the SFDC ID of the record.

Another possible solution is to build a custom trigger to run and update the Name field on the record to match the value in the TSF_vod.Territory_vod__c field.

Related Documentation:

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